Once Accounting
Automated Data Gathering
Automatically gather a client's accounting information every day out of their Sage Business Cloud Accounts, or other ERPs your clients utilize. Client onboarding is completed with a simple click of a button, and Once will begin gathering info in real-time.
Real-Time Alerts & Notifications
By focusing on individual transactions, we are able to create alerts based on the individual characteristics of each transaction alerting CPAs to significant activities like penalties, fixed asset additions, or errors in a client's accounting records. A CPA can also make an adjustment within our workflow by simply selecting the transaction in question.
Customizable, real-time consolidating reports
Once is able to generate reports based on real-time information. Reports like balance sheets, income statements, trailing 12s, and other custom reports, are now easy to generate and deliver to clients, even on a consolidated basis, and all with drill-down detail. And because Once tracks tax adjustments as well, you can create reports with real-time taxable income.
Client-wide search and custom alerts
You can search across all clients of a firm for significant activity, and create custom alerts off those parameters. For example, you can see information like "which client received PPP funding and when" to help better track those things.
Similar Apps
AutoEntry
AutoEntry helps users become more productive, letting them focus on running their business rather than doing admin. It is an intelligent, cloud-based solution which eliminates bookkeeping data entry, so users never again have to type up invoices or receipts. AutoEntry captures and analyses scanned and photographed paper documents, including bank and credit card statements, bills, purchase and sales invoices, expenses, receipts and more, automating data entry into Sage.
AutoEntry
Cyclr
Cyclr enables software companies to integrate their application with Sage using our low-code integration builder. You can publish your integrations into your app for your users to self-serve.
Cyclr
Edisoft Merchant Cloud
Merchant Cloud is a SaaS multi-tenanted, browser-based EDI and e-Commerce order management system with features designed to optimize Order-to-Cash (Sales Orders, Shipments, and Invoices) processes for manufacturers and distributors.
Edisoft Merchant Cloud
Helm
Helm is the short-term cash flow forecasting tool that gives you numbers you can trust in real-time. Make quick and confident business decisions, without spending hours creating budgets and forecasts in spreadsheets. <p>Cash management, Cash flow forecasting, Advisory, Cash planning, bookkeeping, accounting, outsourced controller, outsourced controllership, outsourced CFO </p>
Helm
IN-SYNCH
IN-SYNCH enables Sage 100 process automation through real-time data synchronization with any third-party system including e-commerce carts, marketplaces, CRM, 3PL, and more! <p>Sage 100 e-commerce, Sage 100 integration, Sage 100 process automation, BigCommerce, B2B, B2C open SaaS, powered by IN-SYNCH</p>
IN-SYNCH
Phocas Analytics
Phocas Analytics is a cloud-based data analytics solution designed for the everyday user. While Sage provides you with an operational view of your business, Phocas enhances your level of insight - with an ability to perform trend analysis or provide high-level data-driven and actionable intelligence. Building dashboards is straightforward but what sets Phocas Analytics apart is it's ad-hoc analysis layer - unlike other tools, people can move from the Phocas dashboard to underlying business data transactions.
Phocas Analytics
SYNC
Integrate Sage with your CRM, E-commerce, Service Platforms and more with Commercient SYNC.
SYNC
Sage Sales Tax, powered by Avalara
Sage Sales Tax, powered by Avalara, lets you calculate rates, prepare returns, manage exemption certificates, and more, right from your own ERP.
Sage Sales Tax, powered by Avalara
Syft Analytics
Syft Analytics is the award-winning interactive & collaborative financial reporting tool. From simple reports through to integrated forecasts, businesses and accountants use Syft to create, collaborate and explore beautiful financial reports. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial. <p>Consolidations made simple, Practice oversight</p>
Syft Analytics
nettTracker
nettTracker can save hours when making adjustments at the end of a financial period. Fixed asset processes can be fully automated, along with additional time saving tools to adjust prepayments and accruals including deferred income.
